Accounting Ideas
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Batch data entry
The product is designed for end users but will be used by bookkeepers. Batch data entry screens with repeat buttons F6 would speed things up for people with batches to enter.
Created 25 Mar 10:35
Processing
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The ability to give a reason a quote has been declined
If we could record the reason why a quote has been declined, eg price, competitor quote, not going ahead at all (5 user input fields would be great) then this could be reported on.
Created 09 Jan 20:31
Reporting
0
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5
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ADD NEW PAYMENT OR CREDIT IN BANK RECONCILIATION
I am contstantly having to save for later a bank rec so that I can go out and add another payment or credit which has cmae through the bank. If i was able to do this while still in the bank reconciliation it would save alot of time
Created 01 Feb 14:24
Banking
0
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14
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Delete Categories in Analysis Types
Currently, we have to trawl through hundreds of old Categories until we find the current Categories at the bottom of the list, and re-categorising them all as DNU isn't sufficient. It'd be good to have only Active Categories selectable for Sales a...
Created 17 Dec 13:20
Reporting
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Date range changing
When working on a specific supplier or customer, and adding for example a credit note or invoice. If you create the document and then click on the supplier/customer, the screen changes the date back to the current settings. Please keep the same da...
Created 21 Jul 13:17
Processing / Setup - Navigation - Lists - Usability
3
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Ability to make the old Balance Sheet and P&L the default view.
I don't like the new balance sheet and P&L, too narrow on screen. Is there an option to make the old reports the default if we wished?
Created 09 Feb 11:29
Reporting
0
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6
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Comparative report for Balance Sheet and Trial Balance
Right now I can see compartitive report for Profit and Loss Report but not for Balance Sheet and Trial balance as for these two reports its upto a date total, I think the comperitive report for Balance sheet and Trial Balance is neccessory as well...
Created 23 Jun 10:34
Reporting
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Hide the summary page for some users
The summary page contains lots of information that I might not want some additional users of the software to see. Could it be switched off for some users?
Created 23 Nov 19:27
Setup - Navigation - Lists - Usability
3
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10
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a report where you can run the purchase day book by department
No description provided
Created 04 Feb 08:57
Reporting
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6
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CUSTOM INVOICE TO HIDE PART NUMBERS
We are a garage and use both Stock Parts and Service on the same invoice. The problem is that we need a sales invoice that does not show part numbers but does show quantity. Currently, the invoice templates to choose from either have part numbers ...
Created 14 Feb 16:16
Sales
3
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